After configuring when and how notifications will be sent, it's crucial to identify the recipients of these notifications.

Recipients will vary based on the notification channel:

Set up Contacts, Groups and Roles Recipients

The recipient of this notification can be either a single contact from the Contacts section, a list of contacts from a preset group, or all representatives from a specified role.

To set up notification recipients, follow these steps:

  1. Open the [Recipients] tab.
  2. Click the [+] button next to the recipient type that needs to be added.

Untitled

To Top


Set up Fields From Object Recipients

The recipient of this notification will be the user mentioned in the specific field of the object chosen as the base for the notification (object specified in the [Object] field).